Morgan Stanley Wealth Management

Common card · No. 339397

Morgan Stanley Wealth Management is an American multinational wealth management firm headquartered in Purchase, New York. It serves as the wealth management unit of Morgan Stanley and is distinct to its asset management unit, Morgan Stanley Investment Management. Clients range from individual investors to small- and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. It is one of the largest wealth management firms in the world, with $2 trillion in client assets as of 2026. Founded in 2009, the wealth management unit traces its roots to the joint merger of Smith Barney between Citigroup and Morgan Stanley. The firm was fully integrated by 2012, carrying its former name as its broker-dealer designation thereafter. The unit was expanded further following Morgan Stanley's $13 billion acquisition of E-Trade in 2020.

Read on Wikipedia